Whether you’re setting up your guidelines for the first time or revising existing templates and systems, use straightforward language in your legal billing guidelines so your entire staff is operating from the same playbook and to prevent back and forth with clients.
Why You Need Guidelines?
Legal billing guidelines will outline the rules that your law firm follows when invoicing clients. Establishing clear legal billing guidelines upfront gives clients a clear vision of what they can expect when they receive their legal bills.
Setting Clear Billing Guidelines Can:
1. Set expectations for your client from the begining
2. Improve or lower client satisfaction
3. Determine whether your clients pay the bill
4. Impact your revenue
5. Reduce the risk of malpractice claims
When you have a clear legal billing policy your law firm will run more efficiently and you’ll see happier clients, also.
Below Are Some Key Elements To Include In Legal Billing Guidelines:
1. Create A Billing Process
2. Outline the billing process from start to finish
Include:
– Step-by-step flow of your billing process
– Who performs each step in the billing process
– Who approves invoice and how to request approval
– How to send invoices to clients
– When to send invoices to clients
Your guidelines should clearly establish every step in the process so there’s no confusion and everybody is following the same procedures so invoices go out on time and in the proper format.
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Corporations and law firms hire Beyond Paralegals to put systems, processes, and technology in place to help drive client services and improve workflows for better legal and business outcomes.
